Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 MID 4.08%
3 RISN 3.24%
4 BKWO 1.83%
5 NBSM 1.74%
6 PFUT 1.63%
7 PSL 1.50%
8 SMAP 1.48%
9 RNSC 1.09%
10 FSGS 1.09%
11 BAFE 0.68%
12 NUSC 0.67%
13 MMSC 0.63%
14 JHSC 0.59%
15 LSEQ 0.55%
16 TMSL 0.52%
17 FDWM 0.51%
18 FNY 0.50%
19 FXD 0.50%
20 BTAL 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.38M (9.48%) -58.19K
Decreased by -1.08%
Mar 31, 25
2 JPMorgan Chase & Co 4.39M (7.73%) 845.39K
Increased by +19.25%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 3.97M (6.98%) -993.42K
Decreased by -25.05%
Mar 31, 25
4 BlackRock Inc 3.44M (6.05%) 42.78K
Increased by +1.25%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 3.20M (5.63%) 95.86K
Increased by +3.00%
Mar 31, 25
6 Massachusetts Financial Services Company 2.59M (4.56%) 29.43K
Increased by +1.14%
Mar 31, 25
7 Brown Advisory Holdings Inc 2.33M (4.11%) -134.77K
Decreased by -5.78%
Mar 31, 25
8 William Blair Investment Management, LLC 2.21M (3.89%) -159.24K
Decreased by -7.20%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 1.98M (3.49%) -832.85K
Decreased by -42.01%
Sep 30, 24
10 Artisan Partners Limited Partnership 1.63M (2.87%) 802.71K
Increased by +49.29%
Mar 31, 25
11 Capital World Investors 1.36M (2.39%) 9.04K
Increased by +0.66%
Mar 31, 25
12 Durable Capital Partners LP 1.31M (2.30%) -3.00M
Decreased by -229.32%
Dec 31, 24
13 Neuberger Berman Group LLC 1.28M (2.25%) 76.60K
Increased by +6.00%
Mar 31, 25
14 BAMCO Inc 1.25M (2.20%) -309.08K
Decreased by -24.72%
Mar 31, 25
15 State Street Corp 999.55K (1.76%) -25.99K
Decreased by -2.60%
Mar 31, 25
16 Geode Capital Management, LLC 979.86K (1.72%) 50.32K
Increased by +5.14%
Mar 31, 25
17 State Street Corporation 959.38K (1.69%) 3.81K
Increased by +0.40%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 878.06K (1.55%) 66.23K
Increased by +7.54%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 810.26K (1.43%) 127.69K
Increased by +15.76%
Mar 31, 25
20 Frontier Capital Management CO Inc 774.72K (1.36%) 56.28K
Increased by +7.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.87M (3.29%) 1.25K
Increased by +0.07%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.84M (3.23%) 1.49K
Increased by +0.08%
Sep 30, 24
3 MFS Mid Cap Growth A 1.83M (3.22%) 0.00
Increased by 0.00%
May 31, 25
4 MFS Mid Cap Growth Equity 1.83M (3.22%) -38.88K
Decreased by -2.12%
Mar 31, 25
5 Vanguard Small Cap Index 1.47M (2.58%) 6.89K
Increased by +0.47%
May 31, 25
6 American Funds SMALLCAP World A 1.18M (2.08%) -5.09K
Decreased by -0.43%
Jun 30, 25
7 JPMorgan Mid Cap Growth I 1.01M (1.78%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 906.75K (1.60%) 7.51K
Increased by +0.83%
May 31, 25
9 T. Rowe Price Mid-Cap Growth 844.10K (1.49%) -600.00
Decreased by -0.07%
Jun 30, 25
10 T. Rowe Price US Mid-Cap Growth Equity 844.10K (1.49%) -628.44K
Decreased by -74.45%
Jun 30, 25
11 JPM US Mid Cap Growth-MA 832.41K (1.47%) 514.31K
Increased by +61.79%
Sep 30, 23
12 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.43%) -509.99K
Decreased by -62.86%
Sep 30, 24
13 Vanguard Small Cap Growth Index Inv 807.69K (1.42%) -5.50K
Decreased by -0.68%
May 31, 25
14 JPM US Mid Cap Growth-Composite 778.80K (1.37%) -230.77K
Decreased by -29.63%
Jun 30, 25
15 Baron Opp. Small Cap Growth Strategy 725.00K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
16 Baron Small Cap Retail 725.00K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
17 Neuberger Berman Genesis Inv 708.84K (1.25%) -27.14K
Decreased by -3.83%
Jun 30, 25
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 694.97K (1.22%) -52.61K
Decreased by -7.57%
Jun 30, 24
19 T. Rowe Price Glb Focused Growth Equity 672.42K (1.18%) 117.30K
Increased by +17.44%
Dec 31, 23
20 T. Rowe Price Global Focused Gr Eq Pool 672.42K (1.18%) 117.30K
Increased by +17.44%
Dec 31, 23